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Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
Why Choose LPL?
Get the resources you deserve to build the practice you want. When you join LPL Financial, our goal is to support your vision and help your business thrive.
For you
Comprehensive clearing and compliance services.
For your clients
Access to objective research to provide advice and guidance.
For your business
Technology solutions to make your business more efficient.
The LPL difference
LPL Financial philosophy
We offer comprehensive support and a broad range of business models to help you build the practice you want for the clients you choose.
Our consultative approach
LPL’s approach is to support, not direct, how you choose to build your business. Our tools, consulting, and research are there just when you need them.
Research
With no proprietary products to sell, and no investment banking relationships to promote, you can rely on us for objective advice you can confidently share with your clients.
Benefits of joining LPL
Payouts and pricing
Take advantage of the potential to improve your profitability with LPL Financial’s competitive payouts and charges.
Business model options
Build a practice that’s a true reflection of your goals, from OSJ to RIA, as an independent or as part of a bank or credit union.
The self-clearing advantage
Clear your trades quickly and effectively while keeping expenses in check.
Transition assistance
Experience a smooth transition with our dedicated support and focused transition assistance.
Business model options
Build a practice that’s a true reflection of your goals, from OSJ to RIA, as an independent or as part of a bank or credit union.
Expert perspectives and insights for the fast-changing world of financial professionals.